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The Mash Quarterly | 3Q24

  • Kunal Mashruwala
  • Oct 20, 2024
  • 1 min read

Updated: Apr 27

Elevated uncertainty in the near-term, perhaps the calm before a minor storm. A tactical hedge, some new names in our Top Holdings. Overall, a robust portfolio with our median business earning $40 billion in annual revenues with 50% gross margins and 20% returns on equity.


Please read the 3Q24 investor note for more.



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